Wealth leadership for discerning investors
We offer sophisticated investment strategies and exclusive opportunities to a select group of some of Canada’s wealthiest investors. We are proud to have become one of the largest advisory teams at TD Wealth Private Investment Advice across Canada by doing what we feel is best for our clients and endeavouring to earn their trust.
We enjoy the variety of advising a broad range of people with different goals:
- Affluent couples who want to generate retirement income, limit volatility and manage complexities.
- Executives, lawyers, doctors, and business owners who want to meet long-term growth objectives and address niche needs.
- Multigenerational families who want to introduce heirs to financial stewardship and help their parents navigate retirement.
- Charities, corporate cash management accounts, holdcos and corporate investment accounts, and large publicly-traded companies.
- Business owners who have recently divested who want to invest the proceeds.
- Billionaires who like to trade the markets and need guidance and access to timely market, economic and corporate insights.
Expertise in alternative investments
Unlike mainstream advisors, we have many years of expertise in this asset class, and can offer you:
High net worth planning from TD specialists
Several highly-sophisticated TD specialists are dedicated to serving our team. As needed, they can provide highly-personalized, integrated wealth planning services:
- Retirement planning and forecasting
- Insurance strategies
- Tax minimization strategies
- Will and estate planning strategies
- Direct access to Private Banking services.
*A high degree of risk may be involved in the purchase and sale of options and may not be suitable for every investor. The risk of loss in trading securities, options and futures can be substantial. Investors must consider all relevant risk factors, including their own financial situation before trading. A higher level of market knowledge, risk tolerance and net worth is required.